Lisa Cassidy

Allegiant Financial Services Group

Lisa Cassidy is a financial advisor who truly cares about her clients.  As the founder of Allegiant Financial Services Group, Lisa is committed to providing her clients with comprehensive financial planning services that are tailored to their unique needs and goals.   She understands that financial planning is not a one-size-fits-all solution, and that each client requires a customized approach.   


More information about Lisa can be found in the About Us Tab above

Our Most Recent Article

Cost Segregation

June 29, 2021

What is a cost segregation study, and how can it benefit real estate investors? Recent tax changes in the Tax Cuts and Jobs Act of 2017 have boosted the appeal of cost segregation studies for even middle-class real estate investors. ...

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Lisa Cassidy picture

Lisa Cassidy

Allegiant Financial Services Group

225 Union Blvd

Suite 150

Lakewood, Colorado 80228

(844) 299-1501

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